RCM:Step 5 - Adding company customers
From RCMWiki
All common company customers need to be added to RCM. This can be done by importing data from a CSV file (single-step operation) or manually (the customer numbers are added one at a time).
Calls to company customers are treated as business calls. By default all company customers contacts are pushed to all company's phones. This behavior can be changed.
Contents |
Preparing CSV file
To prepare a CSV file, perform the following steps:
1. Add at least one customer manually (see Adding company number manually).
2. Click on Company customers link in the navigation menu.
3. Click 
Export to CSV link at the top to save a CSV file containing employees.
4. Use your favourite editor (e.g. Microsoft Excel, OpenOffice Calc, etc.) to open the exported CSV file and add necessary records to the. You can use this file as a template if you want to match records between RCM and your existing database.
5. Save the file in CSV format.
NoteThe resulted CSV should contain the following fields: Name (department name) and Number (company phone number). |
Importing customers from CSV file
To add company customers from CSV file:
1. Click Company Customers in the navigation menu.
2. Click 
in the action bar at the top.
3. Enter the path to the CSV file containing company customers or click Browse button and point to the folder where this file resides.
4. Click Upload.
Note 2After creating new customers, you may want to assign them a visibility status. Visibility status defines whether a customer is visible to other employees/departments and whether he can see other employees/departments. To learn how to define a visibility status, read Changing company customer's visibility. |
See also:
